In 2016, I started working in an operational role within an investment consultancy firm. Little did I know that this experience would lead me to receive invaluable personal financial advice; advice that transformed my attitude towards finances and reshaped my approach. It also ignited a passion within me to pursue a career where I could help others achieve that same clarity and confidence with their finances.
I'm dedicated to building genuine, lasting relationships based on honesty, transparency, and trust. I strive to make financial planning feel simple and approachable, ensuring my clients can confidently pursue what matters most.
With a background in Psychology, I recognise that everyone’s relationship with money is personal, and my experience working with senior executives gives me a deep understanding of the challenges of balancing time and priorities. My goal is to bring clarity and peace of mind, helping my clients feel assured that their finances are being looked after.
I offer complimentary financial education sessions in primary schools to equip children with essential money skills, and workplaces to empower more people to take control of their finances.
Outside of work I enjoy spending time with my partner, Richard, and our two young children, Alyssa and Albie.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I build personal, long-term relationships - putting you at the heart of everything I do. Learn more about my knowledge and experience.